Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| RMB Investors Trust-RMB Mendon Financial Services Fund | Dec 31, 2025 | 1.9M | 17.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 13.2M | 1.5% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 999.4K | 9.3M | 1.1% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Feb 28, 2026 | 1.0M | 9.3M | 1.1% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 774.3K | 7.2M | 0.8% |
| ROYCE SMALL-CAP TRUST, INC. | Dec 31, 2025 | 565.0K | 5.2M | 0.6% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund | Nov 30, 2025 | 496.9K | 4.6M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 393.6K | 3.6M | 0.4% |
| Putnam Investment Funds-Putnam Small Cap Value Fund | Feb 28, 2026 | 367.5K | 3.4M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 343.5K | 3.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.